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iShares National Muni Bond ETF

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 37

51% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 185

5% more funds holding

Funds holding: 616648 (+32)

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

5% more capital invested

Capital invested by funds: $9.05B → $9.49B (+$445M)

0.7% less ownership

Funds ownership: 73.39%72.69% (-0.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.35M

Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.07%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Paracle Advisors
Washington
$22.9M -$73.2K -654 -0.3%
AWA
52
Alaska Wealth Advisors
Alaska
$22.3M
BC
53
Brinker Capital
Pennsylvania
$21.9M +$323K +2,883 +2%
HNB
54
Huntington National Bank
Ohio
$20.8M
SFA
55
Sequoia Financial Advisors
Ohio
$20.5M +$522K +4,659 +3%
CWM
56
Cahaba Wealth Management
Georgia
$19.7M +$1.47M +13,113 +8%
Truist Financial
57
Truist Financial
North Carolina
$19.3M -$467K -4,167 -2%
PAG
58
Private Advisor Group
New Jersey
$19.1M +$1.97M +17,579 +12%
EI
59
Ellevest Inc
New York
$19M +$483K +4,315 +303%
AF
60
Allworth Financial
California
$18.3M +$537K +4,792 +3%
RFC
61
Regions Financial Corp
Alabama
$17.4M +$3.04M +27,160 +21%
IWP
62
Icon Wealth Partners
Texas
$17.4M +$7.12M +63,564 +71%
HighTower Advisors
63
HighTower Advisors
Illinois
$16.8M +$615K +5,493 +4%
SG Americas Securities
64
SG Americas Securities
New York
$16.5M +$301K +2,687 +2%
OCM
65
One Capital Management
California
$16.4M -$184K -1,646 -1%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$15.5M -$4.19M -37,392 -21%
MIS
67
Morningstar Investment Services
Illinois
$15.4M +$1.71M +15,286 +13%
WCM
68
Wealthcare Capital Management
Virginia
$14.4M +$550K +4,914 +4%
LPT
69
Legacy Private Trust
Wisconsin
$14.1M -$347K -3,100 -2%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$13.8M
Stifel Financial
71
Stifel Financial
Missouri
$13.7M -$728K -6,505 -5%
FT
72
Fiduciary Trust
Massachusetts
$13.6M -$2.96M -26,446 -18%
Mariner
73
Mariner
Kansas
$13.4M +$2.62M +23,414 +25%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$13.4M +$50.9K +455 +0.4%
CAM
75
Caprin Asset Management
Virginia
$13.4M +$289K +2,578 +2%

MUB Hedge Fund Activity: Q2 2019 in Review

648 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2019, worth a combined $9.49B — up 4.9% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MUB positions and 37 closed out — a net gain of 37 holders — while 279 added to existing stakes and 185 trimmed.

The largest buyer was Wells Fargo, adding an estimated $223M. The largest seller was BlackRock, cutting an estimated $341M.

  • 648 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2019, up from 616 in Q1 2019.
  • Funds reported $9.49B of iShares National Muni Bond ETF stock for Q2 2019, up 4.9% quarter-over-quarter.
  • 74 funds opened new iShares National Muni Bond ETF positions in Q2 2019 and 37 closed out, a net change of +37 holders.
  • The largest iShares National Muni Bond ETF buyer in Q2 2019 was Wells Fargo, an estimated $223M added.
  • The largest iShares National Muni Bond ETF seller in Q2 2019 was BlackRock, an estimated $341M sold.

Based on aggregated 13F filings for Q2 2019.